FGSIX Mutual Fund

NAV$64.07

Returns Overview

1 Month
-2.63%
3 Months
-1.02%
6 Months
-2.61%
YTD
-2.32%
1 Year
+2.28%
3 Years (annualized)
+19.92%
5 Years (annualized)
+15.28%
10 Years (annualized)
+23.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGSIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-2.32%
Peer Avg (YTD)
+10.82%
vs Peers
-13.13%

FGSIX Mutual Fund Performance

FGSIX performance across multiple time periods: 1-month -2.63%, YTD -2.32%, 1-year 2.28%, 3-year 19.92%, 5-year 15.28%, 10-year 23.02%.

FGSIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

FGSIX performance comparison shows side-by-side returns with another fund. FGSIX alternatives are available in the Mutual Fund Screener.